ALLE — what changed in the latest 10-Q
A section-by-section comparison of ALLE's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-22 vs the prior 10-Q · 2026-07-23
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +21 | −22 | ~57 | 77 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~5 | 18 |
| Controls & procedures | Text added/removed | 0 | 0 | ~4 | 18 |
| Legal proceedings | Text added/removed | 0 | 0 | ~2 | 18 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 13 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-22
In the third quarter of 2026, we delivered high-single digit revenue growth compared to the same period in 2025, driven by favorable pricing, volume growth and the impact from recent acquisitions. Demand for electronic security products has also remained strong and continues to be a long-term growth…
On February 20, 2026, the U.S. Supreme Court ruled that certain tariffs imposed under the International Emergency Economic Powers Act (“IEEPA”) were invalid, and in March 2026, the U.S. Court of International Trade further ruled that importers that paid such tariffs are due refunds. In the second qu…
Following these rulings, new tariffs were imposed under other laws and on imports from more countries, in addition to existing non-IEEPA tariffs. Through the nine months ended September 30, 2026, we have offset inflation due to tariffs with pricing actions. We continue to monitor the evolving global…
On March 2, 2026, we, through our subsidiaries, acquired 100% of Door Components, Inc. (“DCI”), a manufacturer of custom, quick ship hollow metal doors and frames for industrial, commercial and institutional markets based in the United States. DCI is reported in the Company’s Allegion Americas segme…
During the nine months ended September 30, 2026, we paid dividends of $1.65 per ordinary share to shareholders and repurchased approximately 1.9 million shares for $280.3 million.
Text removed vs the prior filing · source: 10-Q · 2026-07-23
Business and Industry Trends and Outlook and Global Trade and Macroeconomic Environment
In the second quarter of 2026, we delivered low-double digit revenue growth compared to the same period in 2025, driven by volume growth, favorable pricing and the impact from recent acquisitions. Demand for electronic security products has also remained strong and continues to be a long-term growth…
On February 20, 2026, the U.S. Supreme Court ruled that certain tariffs imposed under the International Emergency Economic Powers Act (“IEEPA”) were invalid, and in March 2026, the U.S. Court of International Trade further ruled that importers that paid such tariffs are due refunds. In the second qu…
Following these rulings, new tariffs were imposed under other laws and on imports from more countries, in addition to existing non-IEEPA tariffs. Through the six months ended June 30, 2026, we have offset inflation due to tariffs with pricing actions. We continue to analyze the impact of changes in …
During the six months ended June 30, 2026, we paid dividends of $1.10 per ordinary share to shareholders.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice